10 Clio Alternatives to Run Your Law Practice

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Clio is the big kid on the law practice management software playground, from their awards to their customer base. Clio is only getting bigger. In May, the company received around $20 million from Bessemer Venture Partners and others to bring on more employees and expand product development and sales efforts in the U.S., Canada, and Europe. In September, Clio and Fastcase announced a partnership to exclusively integrate Clio’s law practice management software with Fastcase’s legal research offering.

 

Overview Webinar – Condensed from Clio on Vimeo.

 

But software isn’t one-size-fits-all. And Clio isn’t the only great provider. We at Capterra looked at factors such as number of users, social presence (Google+, Twitter, LinkedIn, Facebook, Klout), and Capterra reviews to identify some top Clio alternatives. We’ve got an ordered list below.

This article looks at 10 Clio alternatives. See the full list of Clio alternatives here.

1. MyCase

mycase

Stand-out features

  • Link MyCase to your trust account and accept online payments from clients
  • Clients can check on their cases in the portal
  • Clients can make payments from their iPhones and Androids through mobile apps
  • Comply with ethics rules more easily with a report showing what you’ve earned from your client’s retainer/deposit
  • Create predefined lists of tasks and calendar events that you can apply to a matter

MyCase offers what they call “bank-grade” security, including two-factor authentication, 128-bit SSL encryption for data transmission and 256-bit AES encryption for data storage.

One feature which appears to be totally unique to MyCase is that it’s got functionality to easily create a website for your practice which is fully integrated with your software.

Cons

  • Must create a new Google Calendar and transfer over all the information
  • Can’t sync Google Contacts
  • Can’t use multiple timers at the same time
  • Custom fields are the same for every matter type
  • Must manually link emails to matters in Outlook

Cost

For attorneys, $39 per month. For support staff and paralegals, $29 per month.

Overview

MyCase offers a great workflow, and is is cheaper than Clio. It also has online payments, even by smartphone or tablet. You can also create an integrated website for your practice with it. However, some attorneys may find the timer, document automation, and Outlook integration frustrating.

2. Rocket Matter

rocketmatter (1)

Stand-out features

  • Free user training 10x per week
  • Prioritize tasks and assign them to other attorneys in your practice
  • Capture time on the web, smartphone, or iPad
  • Clients can pay invoices in the brandable client portal
  • Batch billing saves time
  • Seamless sync with QuickBooks

Cons

Cost

For the first user, $65 per user per month. Pay quarterly and you get a 10% discount. Pay annually for a 15% discount.

Overview

Rocket Matter has all the standard integrations, but also plays well with LawPay. Upload a form or template document and create empty fields in the documents. Rocket Matter will automatically fill these empty fields with your new clients’ saved information. Rocket Matter is generally not difficult to learn to use. Easy billing is among its biggest benefits. Rocket Matter is probably a good choice for you if you spend more time in billing than finding documents and organizing matters.

3. Amicus

amicus (1)

Stand-out features

  • Integrates with Microsoft Exchange
  • Reports include client profitability and phone messages that require a callback
  • Reminds you about billable time you spent responding to emails
  • Capture time on the web, smartphone, or iPad

Cons

  • $10 per month charge for non-Outlook users
  • Doesn’t integrate with Gmail and Google Drive
  • Can’t accept online payments

Cost

Each user costs $45 per month. To add an email account, it will cost another $10 per month if you haven’t already set up Microsoft Exchange.

Overview

If you don’t need many features beyond Outlook integration, this is an easy-to-use software with a billing app.

4. Houdini ESQ

houdini (1)

Stand-out features

  • Track your registered mail sent through the U.S. Postal Service to see when it gets delivered
  • Tons of integrations
  • Allows users to view multiple workspaces
  • Allows users to customize their case numbering scheme
  • Indexes the full text of your email, email attachments, and documents.
  • Users can customize their case numbering scheme.
  • Customized automated workflows.
  • Mobile apps

app

Cons

  • Free trial requires a complicated, big download

Cost

Individuals can use this for free. A desktop version runs users $1,280 for the one-time license fee for 10 users. The license fee for up to 50 users is $7,992. You’ll also need to pay $192 per year per user, or $16 per month. The cloud-based version requires no license fee and costs $64 per user per month.

Overview

If you’re a sole proprietor with no employees, it’s important to you to not spend money, and you don’t need any particular integrations, this is a good choice.

5. MerusCase

meruscase

Stand-out features

  • Send and receive emails from your MerusCase software instead of having to use Outlook
  • Custom layouts and workflows according to type of matter
  • Google Maps integration
  • SSL encryption end-to-end
  • Print an envelope from any contact form

Cons

  • Doesn’t integrate with Quickbooks
  • Doesn’t integrate with Google Calendar or Drive
  • Doesn’t integrate with Dropbox
  • Migrating from another system can be expensive

Cost

$40 per user per month, with a discount for long-term commitments.

Overview

MerusCase was originally created specifically for California personal injury and workers compensation law firms. They can file their DWC cases with MerusCase. It has many California-specific features such as GenieDocs integration, California EAMS integration, and drag and drop documents into an e-filing packet for California courts.

Layouts which correspond to the type of case/client are a great idea, which so far only MerusCase offers. But for most practice areas, in most geographies, a lack of Quickbooks or Dropbox integration, along with mobile limitations, may make the tradeoffs too much.

6. Time Matters

timematters

Stand-out features

  • File sharing in client portal
  • Automated backups
  • Sort shared calendars events by color
  • View contacts related to a file in Outlook

Cons

Some think LexisNexis hasn’t been supporting Time Matters.

Cost

One-time fee of $985.

Overview

Attaching documents without having to save them locally is a nice feature though concerns about support and lack of other differentiating features are worth considering before making the switch.

7. Aderant CRM4Legal

adertant

Aderant Expert is their law practice management software. CRM4Legal is the customer relationship management software. To take advantage of the full system, users may want to invest in both.

Aderant Expert stand-out features

  • Keep time on mobile devices
  • View, access and update information offline
  • Enter and edit time through Microsoft Outlook
  • Start, stop and pause multiple timers for multiple matters

Aderant CRM4Legal stand-out features

  • Track referrals, new business opportunities, success ratios, revenue forecasts
  • One-click e-mail, appointment, and task tracking

Cons

Solo practitioners and small firms may not want to invest in, or learn, a CRM.

Cost

Call for pricing.

Overview

Best for mid-size to large firms. Aderant Expert and CRM4Legal together offer an impressive array of features including advanced integration between them and Microsoft Exchange.

8. PracticePanther

practicepanther

Stand-out features

  • Search files from mobile
  • Can add custom expense categories
  • Automatic hourly backups on secure encrypted servers
  • Different hourly rates for each attorney or paralegal
  • Know when & how many times your invoices are read

Cons

May not be robust enough for larger firms.

Cost

$29/month/user if paid annually or $39/month/user if paid monthly

Overview

If improving your tracking time and billing is the main priority, PracticePanther is probably your best bet.

9. Abacus Law

abacus

Stand-out features

  • Search by name, partial name, social security number or “sounds like” for potential conflicts of interest
  • Automatically creates and links the matter and contact records
  • Sets rules-based calendar events based on designated rules and/or workflows
  • Store an unlimited number of documents, of any typeOutgoing and incoming emails (text and attachments) are automatically saved to the corresponding matter
  • Built-in employee-only instant messaging system
  • Sure Payroll integration

Cons

One of our reviewers said “I’m sure it’s a great program if you have in-house IT staff and your attorneys and staff have loads of free time.” And called it “user-unfriendly.” However, most reviewers did not agree with that assessment.

Cost

The pricing is custom so you need to speak with a salesperson to get a cost.

Overview

The email, calendar, form customization, and pre-loaded assets seem to be the biggest draws here.

10. TyMetrix 360

tymetrix

Stand-out features

  • Accounts payable integration application combines invoice, matter, and vendor information for all approved invoices into a single file
  • Configure file format, order of fields, and specific business rules to the match the client’s Accounts Payable requirements
  • Create and easily customize budget approval workflow for matters, law firms, and other vendors
  • Outlook integration
  • Capture case strategy, subject matter expertise, budgeting, and other key indicators of performance

Cons

Most of the robust features have to do with external vendors, so if you don’t deal with many outside vendors often, these will be wasted.

Cost

Call for pricing.

Overview

This solution will be best for larger firms who spend a lot of money working with outside vendors.

Additional Options

Whether you work with a lot of vendors, need a better way to track your clients, or want an extremely simple system, there are lots of great alternatives to Clio. Check out our law practice management software category for even more options. Have you used any of the software products mentioned above? Are there any we should have included? Let us know in the comments!

Looking for Law Practice Management software? Check out Capterra's list of the best Law Practice Management software solutions.

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About the Author

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Cathy Reisenwitz

Cathy Reisenwitz is a former Capterra analyst.

Comments

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Hi Cathy,

Interesting material. What happened to Law Ruler? http://Www.lawruler.com. There are several others that might have make for an interesting follow up article!!!

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More important than whether of not you can migrate data into a particular software product is whether of not you can migrate it out.

Most all of the law office programs give you a free month to try out their product and if you talk to the salespeople you can frequently get another free month. In part, they do this to suck you into their product. After a month, you may have invested 10 – 40 hours into that product including entering a good amount of data. If you don’t like the product, you have to write off that time spent trying the product including the time spent entering data – unless you can migrate the data out. All of the vendors are eager to tell you how easy it it to migrate your data into their product. It is also important to find out if you can migrate your data out. In my opinion, if the vendor has confidence in its product, they should not have an issue with setting their product up to migrate data out.

It appears that Rocket Matter lets you export Contacts to a csv file to migrate that data but not your time and accounting data so if you decide to try Rocket Matter’s free trial, make your decision as quick as you can whether you can use or not.
t .

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Cool post! I definitely agree with the ideas being discussed on 10 clio alternatives to run your law practice; it stresses the importance of running your law firm as efficiently as possible. Thus efficiency will save you both time and money, ultimately reducing your stress levels and allowing you to focus on what you do best–representing your clients. But it looks lacking as it did not give further discussion on tools that may increase productivity in your law firm.

And there’s a good alternative I can suggest and hope will also help you by any means, “Managing Workflows in Your Law Practice with Process Street” (https://jurispage.com/2015/tools/managing-workflows-in-your-law-practice-with-process-street/) that combines practicality, operational and solutions which will surely address to the problems on checklist tools. Not trying to demean your list but also giving you new and better perspectives about the topic. Good luck to all of us!

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Cathy – Excellent efforts in providing a run down of different options. I would love to learn criteria used in picking up this list as surprisingly I find CosmoLex missing.

As a CEO of the company, it is my duty to point out some of the wonderful reviews of CosmoLex available at your own site Capterra, as well as the fact that CosmoLex has 100s of law firms using the product and has customers in 47 states. Take a look at our website and if you have further interest in learning more, we will be happy to show you why we think CosmoLex has benefits which most of the products you listed here do not offer such as full built-in legal accounting including IOLTA accounting.

In any event, your efforts of educating lawyers with their option is greatly valuable as it saves them time and efforts in doing so many evaluations themselves.

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